Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Biggest Problem in the Market Is Overvaluation Levels
01:33 • 2min
Do We Need to Come Down to 3500?
03:07 • 2min
Is the Fed Ready to Deleveraging in 2023?
05:30 • 2min
PIGM's the Outthinking Investor
07:25 • 3min
How Hard Is the Fed Going to Have to Fight Back?
10:23 • 2min
The Fed's Trying to Affect Services Inflation
12:15 • 2min
The Pandemic Disrupted Services Inflation
13:58 • 2min
Is the Demand Cooling the Fed's Looking For?
16:10 • 2min
Can China Reach a Peak in COVID Cases?
18:01 • 2min
COVID - Do We Have to Wear Masks Again?
19:42 • 2min
Is Your Wife Overprotective of Her Immune System?
21:42 • 2min
The Outthinking Investor Podcast - Season Two
23:40 • 2min
What Are You Most Focused on for 2023?
25:51 • 2min
Is There a Recession in the US?
27:53 • 2min
The New Normal - George Santos
29:43 • 2min
Remarkable - The Paper Tablet
31:44 • 2min